Restrict what reps can see and do
Access to information is key, but allow reps to see everything is not a good idea. Restrict what they can see or submit when they visit your customers.
CUSTOM PRODUCT LIST AND ACCESS CONTROL
Limit the access to products for each sales rep as well as their ability to collect payments, make invoices, place orders or create estimates.
PRODUCTS LIST PER CUSTOMER
Not all the customers purchase all your categories. Limiting what can be sold to each customer will help you reps to focus on the products that you want.
Control what can be updated in the field. e.g. Restrict invoice modifications after 5 mins of being created.
CUSTOMIZE THE LOOK AND FEEL
Change the admin site color palette to reflect your company image,add logo, custom invoice templates and product images.
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Real-time location of customers, drivers and sales reps in a map as well as their activities